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To: Grand Poobah who wrote (12463)	5/17/1998 12:52:00 PM
From: Moonray	Read Replies (2) \| Respond to of 25814

Analysts clash over chip industry forecasts EE Times - Posted: 9:00 p.m., EST, 5/14/98 AIX-LES-BAINS, France - Though friends, the respective European analysts for Dataquest Inc. and World Semiconductor Trade Statistics (WSTS) appear to clash on the directions the semiconductor industry should take in light of currently declining orders and falling prices, which spell a gloomy industry forecast for 1998 and '99. A dramatic decrease in capital spending is the only cure for the overcapacity that has depressed prices and industry revenue, according to Jean-Philippe Dauvin, president of the European branch of the WSTS and economist for SGS-Thomson Microelectronics. But Dataquest's European business analyst held to an optimistic forecast. "The industry will double in the next five years, in spite of what you're learning now," said Joe Grenier. "If the industry is to accommodate the $288 billion market [projected for 2002], the industry must build 35 new fabs per year." pubs.cmpnet.com o~~~ O

To: Grand Poobah who wrote (12463)	5/17/1998 2:57:00 PM
From: shane forbes	Respond to of 25814

GP: Thank you that was an excellent summary. I noticed the EDA emphasis. In Upside Ambit is listed as a company with LSI's Corrigan on the board of directors. They therefore said something like "how could Ambit fail if they count among its Board of Directors LSI Logic's Wilf Corrigan ...". LSI has made an equity investment in Ambit, a private company. Shane (still thinking this EDA mess is at least partly what has messed up LSI's performace. GP have you noticed the sudden increase in new big chip type announcements for LSI - for awhile there things were really kinda quiet)